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Penserra Capital Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Penserra Capital Management’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-178,682
Closed -$4.51M – 1155
2024
Q3 		$4.51M Buy
+178,682
New +$4.12M 0.1% 195

Other funds holding IYZ

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Penserra Capital Management's IYZ Position: Q4 2024 in Review

Penserra Capital Management sold out of iShares US Telecommunications ETF (IYZ) in Q4 2024, closing a stake of 178,682 shares — an estimated $4.51M sold.

Penserra Capital Management first reported a position in IYZ in Q3 2024 and held it in 1 quarter. The position peaked at $4.51M in Q3 2024. 154 funds tracked by Wall St. Rank hold IYZ as of Q4 2024.

  • Penserra Capital Management reported no remaining iShares US Telecommunications ETF position as of Q4 2024 after selling out during the quarter.
  • Penserra Capital Management sold 178,682 iShares US Telecommunications ETF shares in Q4 2024, an estimated $4.51M.
  • Penserra Capital Management first reported a position in iShares US Telecommunications ETF in Q3 2024 and held it in 1 quarter.
  • Penserra Capital Management's iShares US Telecommunications ETF position peaked at $4.51M in Q3 2024.
  • 154 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2024.

Based on Penserra Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.